Social Security Number Driver s License Number Visa or Mastercard No. Home Phone. Occupation Name of Employer No. of Years Salary Business Phone $ per

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Alvin Tate
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1 To: American Airlines Federal Credit Union Member Name: Address: Date of Birth: ZIP Code: CHECK AS APPLICABLE Applicant is applying for this loan: o Individually, without a co-signer or guaranty of a person or other legal entity. o Jointly, with the co-signature or guaranty of one or more persons or legal entities (including existing guarantors). NAMES OF OTHER PERSON(S) OR LEGAL ENTITY(IES): If applicant resides in a community property state, please complete the following concerning marital status: Applicant is: o married o separated o unmarried (includes single, divorced and widowed) Co-Applicant, if any, is: o married o separated o unmarried (includes single, divorced and widowed) Social Security Number Driver s License Number Visa or Mastercard No. Home Phone Occupation Name of Employer No. of Years Salary Business Phone per Amount of alimony, child support and separate maintenance payment income. NOTE: Alimony, child support or separate maintenance payment income need not be revealed if you do not wish to have it considered as a basis for repaying this obligation. Name and address of payer of any alimony, child support or separate maintenance payment income disclosed above as a source of repayment: Alimony, child support, or separate maintenance received under: o court order o written agreement o oral agreement o Other: Income (salary, social security, dividend, interest, etc.) source: per month Have you borrowed from any other branch of this Credit Union? Branch name: Number of dependents: Ages: Have you established a trust? o Yes o No If yes, is it: o Revocable o Irrevocable Name(s) of Trustee(s): Have you made a will? o Yes o No Name of Personal Representative: Have you guaranteed or endorsed the notes and/or loans of any other person? o Yes o No Do you have any other contingent liabilities? o Yes o No Have any actions or suits been filed against you or are there any recorded judgments or decree entered against you or have you been adjudged bankrupt in the last seven (7) years or made any assignments for the benefit of creditors? o Yes o No If yes, please explain: Name of reference Address/Phone number 1

2 Co-Applicant s Full Name Date of Birth Address Social Security Number Driver s License Number Visa or Mastercard No. Home Phone Occupation Name of Employer No. of Years Salary Business Phone per Amount of alimony, child support and separate maintenance payment income. NOTE: Alimony, child support or separate maintenance payment income need not be revealed if you do not wish to have it considered as a basis for repaying this obligation. Name and address of payer of any alimony, child support or separate maintenance payment income disclosed above as a source of repayment: Alimony, child support, or separate maintenance received under: o court order o written agreement o oral agreement o Other: Income (salary, social security, dividend, interest, etc.) source: per month Have you borrowed from any other branch of this Credit Union? o Yes o No Branch name: Number of dependents: Ages: Have you established a trust? o Yes o No If yes, is it: o Revocable o Irrevocable Name(s) of Trustee(s): Have you made a will? o Yes o No Name of Personal Representative: Have you guaranteed or endorsed the notes and/or loans of any other person? o Yes o No Do you have any other contingent liabilities? o Yes o No Have any actions or suits been filed against you or are there any recorded judgments or decree entered against you or have you been adjudged bankrupt in the last seven (7) years or made any assignments for the benefit of creditors? o Yes o No If yes, please explain: Name of reference Address/Phone number 2

3 Please indicate or provide an explanation as to any assets owned jointly or by a trust or liabilities owed to others. Attach schedules and explanatory notes if necessary. Statement of financial condition of as of 20 Assets Amount Liabilities Amount Cash SCHEDULE A In this Credit Union Other Credit Unions or Banks Notes & Loans (No Real Estate) SCHEDULE G Notes Payable to Credit Unions Notes & Loans Payable to Others Stocks & Bonds Tax Insurance Notes Receivable Real Estate Other Assets SCHEDULE B Marketable Securities Others Tax Refund Due SCHEDULE C Cash Value SCHEDULE D Accounts & Notes Receivable SCHEDULE E Residence(s) Unimproved Land Income Properties Other Real Estate SCHEDULE F Other Assets & Personal Property Insurance Loans Taxes Due Accounts & Bills Payable Real Estate Notes & Contracts Payable Other Liabilities SCHEDULE C Taxes Payable SCHEDULE H Credit Card Accounts Open & Revolving Accounts Other SCHEDULE E Residence(s) Unimproved Land Income Properties Other Real Estate SCHEDULE I Other Liabilities TOTAL ASSETS TOTAL LIABILITIES RE-CAP OF INCOME AND EXPENSES *See Notice below before completing other income (Difference between total assets and total liability) NET WORTH Annual Income for Year 20 Annual Expenses for Year 20 Contingent Liabilities Salary or Wages Dividends and/or Interest Rentals (Gross Income) Business (Net Income) Other Income (Describe) Income Property Taxes & Assessments Federal & State Income Taxes Real Estate Loan Payments Contract/Note Payments Living Expenses (Estimated) Other Expenses Expenses As Endorser on Notes/Contracts As Guarantor on Notes/Contracts For Taxes Other Contingent Liabilities Contingent Liabilities *Alimony, child support or separate maintenance payment income need not be revealed if you do not wish to have it considered as a basis for repaying this obligation. Schedule A Cash Location and Status of Credit Union and Other Accounts Ckng Sav. CD s Credit Union and Branch Where Carried Balance Interest CD Maturity Is Account Balance of Maturity Date Rate Date Pledged Loan of Loan for a loan? 3

4 Schedule B Stocks and Bonds ( Includes Interests In Any Closely Held Business) Description Number Registration Number Source of Valuation Date Price Value Purchased on Margin of Shares Per Share or Pledged Schedule C Life Insurance Insured Primary Beneficiary Face Amount Cash Value Loans on Policy Name of Company Location of Office Schedule D Accounts and Notes Receivable Owner(s) Due Form Address Collateral Maturity Due How Payable? Balance Due Schedule E: Real Estate is on page 4 of this form. Schedule F Other Assets on Personal Property Automobiles Value Rec. Vehicles and Boats Value Personal Property Value Subtotal for Subtotal Year Make Year Make Furniture Automobiles Jewelry Equipment RVs/Boats Other: Other: Personal Property Subtotal Automobiles Subtotal Subtotal RV s/boats Pers. Prop. for Other Assets 4

5 Schedule G Notes and Loans Payable to Credit Unions and Others Payable To Address Collateral Person(s) Liable Maturity Date How Payable? Balance Due Schedule H Accounts and Bills Payable (Including Credit Cards) Payable To Account Number Person(s) Liable How Payable? Balance Due Schedule I Other Liabilities Payable To Collateral Person(s) Liable How Payable? Balance Due 5

6 Schedule E Real Estate Parcel No. Description Location Address Owner(s) Date Acquired Acquisition Cost Mortgage or Annual Taxes Monthly Income Monthly Payment Present Value Balance Due Lien Holder s 6

7 I (we) hereby affirm that the foregoing information contained in this financial statement is presented for the purpose of obtaining credit as of the date indicated and is true, complete and correct. I understand the Credit Union is relying on this statement of my financial condition in making loan(s) to me. The Credit Union or its designee is authorized to make any investigation of my credit or employment status either directly or through any agency employed by the Credit Union for that purpose now and in the future. The Credit Union may disclose to any other interested parties the Credit Union s experience with this account. I agree to inform the Credit Union immediately of any matter which will cause any material change to my financial condition. I understand that the Credit Union will retain this financial statement whether or not credit is granted. Applicant s Signature: Consent (If you are relying on income from a person who is not an applicant above, please have that person complete this section so we can verify their credit.) I authorize the Credit Union to make any investigation of my credit either directly or through any agency employed by Credit Union for that purpose in connection with credit application now and in the future. Applicant s Signature: Social Security Number: 7

TFCU offers a variety of business loans for all your business needs!

TFCU offers a variety of business loans for all your business needs! When you are ready to apply for a TFCU Business Loan* please bring the following information to your appointment along with your completed